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First Trust Developed Markets ex-US AlphaDEX Fund

94 hedge funds and large institutions have $252M invested in First Trust Developed Markets ex-US AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 30

6% more capital invested

Capital invested by funds: $238M → $252M (+$13.7M)

0.93% more ownership

Funds ownership: 57.59%58.53% (+0.93%)

0% more funds holding

Funds holding: 9494 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
47
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
51
Golden State Wealth Management
California
$385K
CAN
52
Cetera Advisor Networks
California
$383K +$166K +2,615 +75%
EW
53
Element Wealth
Mississippi
$369K +$3.11K +49 +0.8%
PFA
54
Pinnacle Family Advisors
Missouri
$365K -$39.2K -619 -10%
CWM
55
Cornerstone Wealth Management
Missouri
$359K +$190 +3 +0.1%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$318K +$321K +5,068 New
FEM
57
Fulcrum Equity Management
Texas
$312K -$9.83K -155 -3%
CAM
58
Concorde Asset Management
Michigan
$290K +$35.8K +565 +14%
SS
59
Simplicity Solutions
Minnesota
$286K +$35.8K +565 +14%
CA
60
Cetera Advisors
Colorado
$283K -$11.4K -180 -4%
SG
61
StoneX Group
New York
$283K +$286K +4,515 New
HighTower Advisors
62
HighTower Advisors
Illinois
$281K -$50.8K -802 -15%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$255K -$4.75K -75 -2%
FPGK
64
Financial Partners Group (Kansas)
Kansas
$246K +$33.9K +534 +16%
CPIG
65
Chicago Partners Investment Group
Illinois
$243K -$1.21K -19 -0.5%
PAG
66
Private Advisor Group
New Jersey
$242K +$14.5K +229 +6%
FAIM
67
Financial Advocates Investment Management
Washington
$239K -$36.7K -579 -13%
PBF
68
Petix & Botte Financial
California
$234K
LFG
69
Larson Financial Group
Missouri
$193K -$9.13K -144 -4%
HWM
70
Holloway Wealth Management
Florida
$141K
BEI
71
Benjamin Edwards Inc
Missouri
$86K +$53.8K +849 +165%
MIM
72
MTM Investment Management
South Carolina
$81K
SPIA
73
Steward Partners Investment Advisory
New York
$68K -$4.69K -74 -6%
TAM
74
Tucker Asset Management
Colorado
$53.6K +$26.2K +414 +94%
HWMA
75
Heritage Wealth Management (Arizona)
Arizona
$48K -$6.34K -100 -11%

FDT Hedge Fund Activity: Q2 2021 in Review

94 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) for Q2 2021, worth a combined $252M — up 5.8% from $238M a quarter earlier.

Fund positioning in FDT was balanced in Q2 2021: 6 funds opened new positions, 6 closed out, 47 added to existing stakes and 30 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.21M. The largest seller was Morgan Stanley, cutting an estimated $6.56M.

  • 94 institutional investors held First Trust Developed Markets ex-US AlphaDEX Fund (FDT) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $252M of First Trust Developed Markets ex-US AlphaDEX Fund stock for Q2 2021, up 5.8% quarter-over-quarter.
  • 6 funds opened new First Trust Developed Markets ex-US AlphaDEX Fund positions in Q2 2021 and 6 closed out, a net change of 0 holders.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund buyer in Q2 2021 was Envestnet Asset Management, an estimated $5.21M added.
  • The largest First Trust Developed Markets ex-US AlphaDEX Fund seller in Q2 2021 was Morgan Stanley, an estimated $6.56M sold.

Based on aggregated 13F filings for Q2 2021.